Investment Q&A

Q: Can you please comment on Katanga Mining (KAT)?
Is it a buy at this level?
Thank you
Gilles

Q: I purchased 3000 URB @$1.82 on the recommendation of another of analyst. It hasnt done anything. Do you have any info. on it. My thinking is to sell and start deploying the capital into one of your portfolio stocks. Also being a new member which stock would you recommend to begin with. I've done really well with this analyst so far but am going to try to diversify into more stable portfolio.

Q: How does LOY's earnings announcement today impact your view on it as an investment, taking account that its share price has moved up today already? Also, might the announcement last week that the CEO is not accepting additional options granted to him by LOY have been the result of feedback from large investors that the number of options that were being granted to him was excessive, especially considering the general weakness in the share price to that point?

Q: Hi Peter & team.
MXG Maxim Power Corp seems to be cheap based on recent earnings and it also appears they may be up for sale. Can I have your thoughts on this company?
Thanks
John

Q: Where could you value dap.u to peers and the industry. Trading @ 30x earnings. But. Considering its rev growth over last 3 year..

Is 1.59 to expensive or with its sales expansion possibilities does this signal an even higher probable price considering your view on the competitive advantage of their product.

Samuel

Q: I believe you recommended Macro Enterprises (mcr) the other day. Am I correct. Do you like it? Thanks as always

Q: Sorry team, my previous question was about WAN (Wanted technologies), not Wi-lan.

Q: Hi Peter!
What is your opinion on Questor Tech (QST.V) Q3 results published today? My opinion they are very strong, to put it mildly. Its growth just keeps accelerating (internally) from Q to Q, profit is up 150% (9 months) with no debt, $7m in cash, and great product. Interestingly, that EPS growth is higher than revenue growth which is unusual for a fast growing small cap company. Record backlog again left for Q4. I have a feeling that this Co is in its early upside stage with its incinerators finding increased demand across the globe. What is your feel? Do you plan to cover QST down the road? Hope you will add the stock to our Watch list.
Thank you for your great service.

Q: I was thinking of purchasing EFH, and i was wanting to get your
opinion.
thanks Elgin

Q: Carlin Gold went up 100% today. Would you folks have any insight as to what might have prompted this? I've been holding on to this company and increasing position at the low.

Q: Hi Peter and team,

I've just sold half of my PLB (I was way overweight after the buyout offer was made). I'm happy I held it until now, thanks for the great advice to hold.

I've bought some great names, but am still looking for a couple small, high growth companies that I can comfortably hold for 5 or so years. This would be as part of the more speculative portion of my portfolio (~10%).

I see that a couple of questions on WAN have been asked, but you're careful to say that you're not recommending it to a broad audience. Is that only because of its size? From what I see it looks like a perfect candidate: high growth, great margins, high recurring revenue, no debt, cheap, strong management... the list goes on. Do you agree?

Are there any other names that you can think of off the top of your head that would fit in this niche of my portfolio?

Q: Morning to all.. my question involves dividend payouts. SYZ is paying out quarterly and this is due Dec 15th. After that date would it not be advantageous to buy into a monthly payer like IPL for two months taking advantage of their payout and then buy back into SYZ? Cycling for payouts ... could it work? TY.

Q: Can I get an updated thought from you on Cortex Business Solutions (CBX.X). It seems to be pointing in the right direction. Last comments from March - Cheers.

Q: Would you please give me your sound advice regarding UR -Urthecast? This sounds like a promising investment. Also cash, RRSP or TFSA account-which would you advise?

Q: TCF
CBM Asia Development Corp

I would very much appreciate if you could share your knowledge and experiences as to what a "memorandum of understanding" is. Particularly internationally among different countries, ie Indonesia.
Is it generally a binding contract, or more often than not do we see MOU's fizzle and disappear?

As an aside. Thanks for your service. You guys have helped me learn a lot about companies I initially wouldn't have looked at.
High risk High reward penny stocks aren't the only thing out there!!! But honestly, they're kind of addictive. Stupid or not, it's kind of seductive for a young guy (I'm not leaving them quite yet because I need another fix/hit). Actually that might make for an interesting article.

Q: Could you please comment on Empire Industries EIL-X results and outlook?

Great service,
Thank you,

Milan

Q: I am a new member and just getting the hang of the site. I wrote this question in an email, not realizing that I should have used this format. Sorry. My question is this: I tried to find any info on your site re two stocks I am interested in, no luck, so I am querying this: have you looked into these two stocks at all and do you have any opinion on them. They are: MCR Macroenterprises and I Intellipharmaceutics. Thank you for your patience. I am sure I will enjoy my membership very much

Q: Hi Peter,

Orecorbre orl.to is quoted at 2.07 with only 65% of the plant
completed while candian lithum has already commenced production
and the price is .39 cents. Could you pls explain this disconnect.

Thanks
Paul

Q: thoughts on E.to , ENT.to and WEQ.to please -buy/sell/hold?

Q: HI,
I've been slowly adding companies from your model portfolio to my portfolio. I am now looking at SYZ. Do you still like this company and is this a good place to get in or should I wait for a better entry point?
Thanks